SFS

Sowell Financial Services Portfolio holdings

AUM $2.72B
1-Year Est. Return 21.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,529
New
Increased
Reduced
Closed

Top Buys

1
+$32.8M
2
+$32.7M
3
+$30.6M
4
AAPL icon
Apple
AAPL
+$25.4M
5
MSFT icon
Microsoft
MSFT
+$23.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.4%
2 Financials 7.28%
3 Consumer Staples 7.15%
4 Healthcare 5.92%
5 Industrials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1776
$5K ﹤0.01%
+105
1777
$5K ﹤0.01%
+31
1778
$5K ﹤0.01%
+300
1779
$5K ﹤0.01%
+231
1780
$5K ﹤0.01%
+130
1781
$5K ﹤0.01%
+130
1782
$5K ﹤0.01%
+59
1783
$5K ﹤0.01%
+28
1784
$5K ﹤0.01%
+648
1785
$5K ﹤0.01%
+294
1786
$5K ﹤0.01%
+105
1787
$5K ﹤0.01%
+115
1788
$5K ﹤0.01%
+155
1789
$5K ﹤0.01%
+86
1790
$5K ﹤0.01%
+191
1791
$5K ﹤0.01%
+95
1792
$5K ﹤0.01%
+21
1793
$5K ﹤0.01%
+63
1794
$5K ﹤0.01%
+225
1795
$5K ﹤0.01%
+35
1796
$5K ﹤0.01%
+41
1797
$5K ﹤0.01%
+74
1798
$4K ﹤0.01%
+130
1799
$4K ﹤0.01%
+136
1800
$4K ﹤0.01%
+129
70 71
72
73 74